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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,647 | $227,566-57.5% | $189,558-49.0% | $167,518-42.3% |
| Participation rate | 57.1% | 82.5%-25.4pp | 78.5%-21.3pp | 82.1%-25.0pp |
| Annual return | 15.66% | 78.43%-62.8pp | 64.19%-48.5pp | 478.71%-463.1pp |
| Employer contribution / active EE | $3,881 | $5,316-27.0% | $4,412-12.0% | $4,838-19.8% |
| Participant deferral / active EE | $1,017 | $7,002-85.5% | $6,174-83.5% | $6,342-84.0% |
| Admin fee / account holder | $1,748 | $11,881-85.3% | $9,809-82.2% | $12,312-85.8% |